Campbell Wealth Management - January 2020

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2019 is gone but not forgotten. We had many great accomplishments over the last year, and the doors are wide open for a great 2020. I’m excited about our team and for us to continue doing great things for

known person was Jeanne Calment, a French woman who lived to be 122 years old. She was born in 1875 and she died in 1997. Globally, people are living longer than ever before. With proper care, the body and mind can last well past 100. One day, it will probably be the norm. While that’s a ways off, you can still live a fit lifestyle to maximize your years and maximize your retirement. Finally, financially speaking, this is an area we have covered for our clients. As you know, we sit down with every person who becomes our client. We plan and we plan againmaking sure every financial angle is covered as you enjoy retirement. We’re looking to do more in-depth planning in 2020. When we were developing this three-topic workshop, the idea of fun and fitness really spoke to me. Finance is something already inmy blood, but fun and fitness are things that always tend to stick in the back of my head. That is to say, while I think about them frequently and they are important, they’re not always at the forefront. I say this because my personal focus on living a happy, healthy, and fulfilling life stems from a dad who died when he was 51. He didn’t get to live his future; there was no retirement, he didn’t get to see his family flourish, and he never met his grandkids. It’s remarkable that I get to help so many people achieve these dreams. Living a fulfilled, healthy life, while having a strong financial foundation are all near and dear to my heart—and I hope they’re dear to you as well. As we start a new year, I want to thank you all for being our clients. I’m looking forward to working with you in 2020 and as always, we’re committed to helping you live your best retirement and focus more on having fun, being fit, and having your finances taken care of! Kelly Campbell

our clients. In the New Year, we’ll be expanding our offices! We’ll be taking up the entire floor in our building and, most exciting of all, we’ll have our very own education center! It’s a large conference room designed to fit 50 people. We’ll be able to teach classes right in our offices. And I can’t wait to get rolling on those classes! Speaking of classes, we ended the year with a final

workshop in mid-December. The workshop was a little unusual for us because it wasn’t completely focused on financial topics. In fact, only a third of the workshop dealt with finance. The workshop was all about health, wealth, and fulfillment. We dubbed it “Maximizing the 3 Fs of Retirement: Fun, Fitness, and Finance.” When we were putting the class together, we asked clients about topics that mattered to them most in retirement. We heard all kinds of answers, but we found that, for the most part, they fit into three major categories: health, wealth, and fulfillment. So, these were the topics of our year-end workshop. Having fun is an important part of retirement. You should continue to do things that bring you joy or fulfillment. There’s a growing body of research that shows happy people live long and more fulfilled lives, but fun and fulfillment mean different things to different people. There are people who have their sights set on traveling the country or the world. Some just want to read every book they can get their hands on. Of course, health and fitness play a big role in that, too. Staying fit allows us to do more of what we want and we feel better for it. Many people believe that as they get older, they’ll become less healthy— that poor health is inevitable. I don’t believe that for a second. The world’s oldest

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